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Managing business trips (HR Admin guide)

David William avatar
Written by David William
Updated over 3 weeks ago

In this guide, you will learn how to manage business trips as an HR Admin, including when you can make changes to a trip, how to edit, reschedule, re-submit, or cancel a trip.


Overview

As a general rule, you can edit, reschedule, or cancel a business trip at any time before the trip has started, without any restrictions.
Once the trip has started, your ability to make changes becomes limited.


How to reschedule a business trip

To reschedule a business trip:

  • Click on the request to open the Trip details page.

  • Click on the Action button in the top right corner.

  • Select Reschedule from the dropdown menu.

  • Choose the new dates; both the original and new dates will be displayed for reference. You can only choose a start date that is today or in the future.

  • Even though the reschedule option is technically available for trips that have already started, the new start date must always be in the future.

  • Confirm your changes by clicking on Update request to complete the rescheduling.

Note: Editing or rescheduling a business trip will generate a new request ID, which means a new credit/trip will be charged accordingly.

The table below outlines how HR Admins and Assistants can manage changes to business trips on the WorkFlex platform β€” specifically extending or shortening trips β€” and when WorkFlex Support needs to be involved.

πŸ•“ Extending a trip

Scenario

Example

Who can edit

Action

Trip not yet started

01.11.25 – 15.11.25 (today: 01.10.25)

HR Admins, Assistants, Travelers

Can be edited directly on WorkFlex

Trip already started (end date in future or today)

25.09.25 – 05.10.25 (today: 01.10.25)

β€”

Reach out to WorkFlex Support

Trip already ended (end date in the past)

25.09.25 – 29.09.25

β€”

Reach out to WorkFlex Support


βœ‚οΈ Shortening a trip

Scenario

Example

Who Can Edit

Action

Trip not yet started

01.11.25 – 15.11.25 (today: 01.10.25)

HR Admins, Assistants, Travelers

Can be edited directly on WorkFlex

Trip already started (new end date in future or today)

25.09.25 – 05.10.25

β€”

Reach out to WorkFlex Support

Trip already started and finished

25.09.25 – 29.09.25

β€”

Reach out to WorkFlex Support

How to edit a business trip

To make edits to a business trip:

  • Click on the request to open the Trip details page.

  • Click on the Action button in the top right corner.

  • Select Edit request from the dropdown menu.

  • Apply changes to the business trip details.

  • Save your edits to finalize the changes.

Note: When editing a trip, all previous information will already be pre-filled for your convenience.

Re-submitting a trip

For travelers who frequently take the same business trips or Workations, WorkFlex offers a simple way to streamline the process by duplicating existing trips. This feature creates a copy of an existing trip without making any changes to the original trip request.

  • Click on the trip request you want to re-submit.

  • In the drop-down menu under Actions, click on Re-submit.

  • You will be directed to the trip submission page, where all the trip information will be pre-filled for you.

  • You can modify the date or any other details as needed.

This option makes submitting a trip faster and easier and is available from both the Assistant and employee interfaces, regardless of the trip status.

How to cancel a business trip

As an HR admin, you can cancel a business trip at any time without any restrictions.

To cancel a business trip:

  • Click on the request to open the Trip details page.

  • Click on the Actions button in the top right corner.

  • Select Cancel request from the dropdown menu.

  • Confirm your choice to complete the cancellation.

Please note: Cancelling a fully processed business trip will not result in a refund, as WorkFlex has already completed the required document processing for the trip.

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